BMM

Buffington Mohr McNeal Portfolio holdings

AUM $507M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
+5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.72M
4
RTX icon
RTX Corp
RTX
+$1.44M
5
V icon
Visa
V
+$1.4M

Top Sells

1
+$1.7M
2
+$994K
3
+$469K
4
NKE icon
Nike
NKE
+$363K
5
UAL icon
United Airlines
UAL
+$285K

Sector Composition

1 Healthcare 16.01%
2 Technology 12.54%
3 Industrials 10.29%
4 Financials 7.06%
5 Consumer Staples 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K ﹤0.01%
+450
252
$13K ﹤0.01%
+771
253
$13K ﹤0.01%
+332
254
$13K ﹤0.01%
+268
255
$13K ﹤0.01%
+148
256
$13K ﹤0.01%
+230
257
$12K ﹤0.01%
+75
258
$12K ﹤0.01%
+300
259
$12K ﹤0.01%
+117
260
$12K ﹤0.01%
+214
261
$12K ﹤0.01%
+1,000
262
$12K ﹤0.01%
+395
263
$11K ﹤0.01%
+240
264
$11K ﹤0.01%
+65
265
$11K ﹤0.01%
+125
266
$11K ﹤0.01%
+136
267
$10K ﹤0.01%
+200
268
$10K ﹤0.01%
+200
269
$10K ﹤0.01%
+107
270
$9K ﹤0.01%
+63
271
$9K ﹤0.01%
+210
272
$9K ﹤0.01%
+400
273
$9K ﹤0.01%
+360
274
$9K ﹤0.01%
+575
275
$9K ﹤0.01%
+50
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